Middle Market Matrix (MAX)™ provides many benefits to
the Middle Market Investor
- Access to institutional investment management firms
that have traditionally been unavailable due to their
large minimum account sizes or high fees.
- A broad range of alternatives, including multiple
managers within each style. MAX provides access to more
than 19 investment styles and 85 separate account
management products, as well as over 215 mutual fund
products.
- Favorable account size minimums and fees that have
been negotiated by Callan.
- Manager profiles detail the relevant factors used
to identify an appropriate investment manager.
Descriptions of the organization, investment
philosophy, manager style, performance, and risk
metrics are included in each profile.
- Ongoing due diligence, including quarterly reviews
of each manager’s performance and risk attributes as
well as any relevant changes in the investment team and
organizational structure.
- A Uniform Investment Management Agreement, which
provides a streamlined implementation process and
relieves you of the burden of evaluating numerous
investment management agreements. This contract is
between your client and the investment manager, thus
appropriately placing the manager’s allegiance with
your client.
- Access to approved custodian banks; a
cost-effective means to receive comprehensive,
institutional-quality custody services.
- Flexible implementation solutions; MAX managers
offer two sets of terms to middle market investors:
- The first covers accounts with low size
minimums. These accounts are custodied at an approved custodian
with servicing, communication, and monitoring provided by a IAG
Member Firm
consultant.
- The second set of terms applies to clients that
want servicing directly from the manager or that
use non-approved custodians.
